Lexelente's CommentsLexelente's Comments RSS Syndication from SeekingAlpha.comhttp://seekingalpha.com/user/1131957/comments
The Bull Trap That Is Philip Morris Internationalhttp://seekingalpha.com/article/2508165/comments?source=feed#comment-40764075
40764075Thu, 25 Sep 2014 15:51:53 -0400Clouds Over Omaha - Time To Sell Berkshire Hathawayhttp://seekingalpha.com/article/2192053/comments?source=feed#comment-33790643
33790643Tue, 06 May 2014 06:55:27 -0400Gold Likely Entering A Deflationary Spiralhttp://seekingalpha.com/article/1530182/comments?source=feed#comment-27964761
27964761
asset values can fall with deflation because factories can churn stuff out with other factories churning too to get relatively lower prices and so factories might be worth less everywhere. Lower prices then come to the US and developed countries and the misery index rises where people work in labor intensive production. they have the illusion of earning more but the goods stay cheap for export. fuel prices if imported rise and that gives the us lower labor factories some advantage . then you read these conditions are leading to less direct foreign investment in the US which means dollars are not returning home as they might otherwise and less dollars can buy more and not less. That could mean stock prices and real estate are at risk of deflationary pressures again? if real estate in India is priced in gold and gold falls against the dollar and rises in India because they debase their currency then Americans can take fewer dollars and buy more asset based real estate in India with gold further enhancing buying power even with asset inflation there? If that happens it can come home? The federal reserve meanwhile says it may start selling bonds again at higher interest rates sucking in rarer dollars including those that stay overseas. How is that inflationary? I guess the US treasury just has to start debasing by printing bogus counterfeit money and spending it quickly to enrich the government.???]]>
Mon, 06 Jan 2014 04:38:18 -0500
asset values can fall with deflation because factories can churn stuff out with other factories churning too to get relatively lower prices and so factories might be worth less everywhere. Lower prices then come to the US and developed countries and the misery index rises where people work in labor intensive production. they have the illusion of earning more but the goods stay cheap for export. fuel prices if imported rise and that gives the us lower labor factories some advantage . then you read these conditions are leading to less direct foreign investment in the US which means dollars are not returning home as they might otherwise and less dollars can buy more and not less. That could mean stock prices and real estate are at risk of deflationary pressures again? if real estate in India is priced in gold and gold falls against the dollar and rises in India because they debase their currency then Americans can take fewer dollars and buy more asset based real estate in India with gold further enhancing buying power even with asset inflation there? If that happens it can come home? The federal reserve meanwhile says it may start selling bonds again at higher interest rates sucking in rarer dollars including those that stay overseas. How is that inflationary? I guess the US treasury just has to start debasing by printing bogus counterfeit money and spending it quickly to enrich the government.???]]>
Coca-Cola: Wait For A Pullbackhttp://seekingalpha.com/article/1928841/comments?source=feed#comment-27964171
27964171
$35 if banks give depositors 2-4 % interest yields on their money for a year. On the other hand companies like coke protetected them selves selling bond that yield very low interest rate while interest rates were low. buying back stock that way would make a lot of sense if interest rates rise fast and hard. I am waiting for Nestle to make an offer for coke eventually just because those kinds of things do happen . Just look at what happened to Heinz and to Wrigley etc............]]>
Mon, 06 Jan 2014 03:07:19 -0500
$35 if banks give depositors 2-4 % interest yields on their money for a year. On the other hand companies like coke protetected them selves selling bond that yield very low interest rate while interest rates were low. buying back stock that way would make a lot of sense if interest rates rise fast and hard. I am waiting for Nestle to make an offer for coke eventually just because those kinds of things do happen . Just look at what happened to Heinz and to Wrigley etc............]]>
Don't Follow Buffett Into Exxonhttp://seekingalpha.com/article/1842172/comments?source=feed#comment-25860242
25860242Fri, 15 Nov 2013 15:06:52 -0500Don't Follow Buffett Into Exxonhttp://seekingalpha.com/article/1842172/comments?source=feed#comment-25859952
25859952Fri, 15 Nov 2013 15:02:33 -0500What Buffett Premium?http://seekingalpha.com/article/1621692/comments?source=feed#comment-21951722
21951722Fri, 09 Aug 2013 01:12:04 -0400Aereo And The Death Of Broadcast TVhttp://seekingalpha.com/article/1360861/comments?source=feed#comment-19407321
19407321Thu, 30 May 2013 07:07:04 -0400Daniel Loeb, whose Third Point has a 6.5% stake in Sony (SNE) worth some $1.1B, is pushing for a spinoff of the company's entertainment business including the film studio responsible for James Bond blockbuster "Skyfall" and the music label which houses big name artists such as Taylor Swift. (Andrew Ross Sorkin)http://seekingalpha.com/news/1022771?source=feed#comment-18823142
18823142Tue, 14 May 2013 16:12:37 -0400Berkshire Hathaway Intrinsic Value Pie Charthttp://seekingalpha.com/article/1428981/comments?source=feed#comment-18782171
18782171Mon, 13 May 2013 17:05:52 -0400What Berkshire's 'Elephant Gun' Means To Investorshttp://seekingalpha.com/article/1407991/comments?source=feed#comment-18525851
18525851Tue, 07 May 2013 07:08:23 -0400Buy, Sell Or Hold The Brand New 'CST Brands' Stock?http://seekingalpha.com/article/1392841/comments?source=feed#comment-18372031
18372031Thu, 02 May 2013 15:58:05 -0400Buy, Sell Or Hold The Brand New 'CST Brands' Stock?http://seekingalpha.com/article/1392841/comments?source=feed#comment-18371911
18371911Thu, 02 May 2013 15:56:41 -0400ARM Proven Wrong, Intel Vindicatedhttp://seekingalpha.com/article/1247161/comments?source=feed#comment-17608401
17608401Sun, 14 Apr 2013 16:10:36 -0400Warren Buffett Violates His 'Ham Sandwich' Principle With Goldman Dealhttp://seekingalpha.com/article/1302151/comments?source=feed#comment-16859171
16859171Tue, 26 Mar 2013 23:44:42 -0400WY: Lumber Isn’t Going Anywherehttp://seekingalpha.com/instablog/22392-david-white/43843-wy-lumber-isn-t-going-anywhere?source=feed#comment-16586461
16586461Thu, 21 Mar 2013 01:32:32 -0400Weyerhaeuser Sitting Pretty in Pacific Northwesthttp://seekingalpha.com/article/282705/comments?source=feed#comment-16586261
16586261Thu, 21 Mar 2013 01:21:37 -0400Damn Right: Behind The Scenes With Berkshire Hathaway Billionaire Charlie Mungerhttp://seekingalpha.com/article/1241901/comments?source=feed#comment-15771841
15771841Sun, 03 Mar 2013 15:16:55 -0500Buffett Defends Investments, No-Dividend Policy, Chastises CEOshttp://seekingalpha.com/article/1242051/comments?source=feed#comment-15753981
15753981Sun, 03 Mar 2013 04:11:53 -0500Read This Before You Invest In Chesapeake Energyhttp://seekingalpha.com/article/1226721/comments?source=feed#comment-15613601
15613601Thu, 28 Feb 2013 01:26:36 -0500Natural Gas: Transport Or Export?http://seekingalpha.com/article/1218151/comments?source=feed#comment-15429561
15429561Sun, 24 Feb 2013 03:23:06 -05005 Thoughts On The Berkshire/3G - Heinz Dealhttp://seekingalpha.com/article/1189731/comments?source=feed#comment-15103461
15103461Sun, 17 Feb 2013 00:37:42 -0500Buffett's Heinz Deal: Buffett Gets Best Of Both Worlds With Common, Preferredhttp://seekingalpha.com/article/1186891/comments?source=feed#comment-15024421
15024421Fri, 15 Feb 2013 03:29:22 -0500What To Do With Intel's Stockhttp://seekingalpha.com/article/1118801/comments?source=feed#comment-13848761
13848761Thu, 17 Jan 2013 17:58:09 -0500Time For Rail Consolidationhttp://seekingalpha.com/article/1115131/comments?source=feed#comment-13793841
13793841Wed, 16 Jan 2013 16:03:20 -0500The Real Secret Of Warren Buffett's Performancehttp://seekingalpha.com/article/1112591/comments?source=feed#comment-13762241
13762241Tue, 15 Jan 2013 23:00:16 -05005 Stocks Billionaires Are Crazy Abouthttp://seekingalpha.com/article/890511/comments?source=feed#comment-13715181
13715181Tue, 15 Jan 2013 01:00:15 -0500The Secret Of Warren Buffett's Alphahttp://seekingalpha.com/article/1097441/comments?source=feed#comment-13384701
13384701Mon, 07 Jan 2013 05:55:29 -0500Berkshire Hathaway's Headline Looks Great But Operating Earnings Downhttp://seekingalpha.com/article/998861/comments?source=feed#comment-11492321
11492321Mon, 12 Nov 2012 03:28:22 -0500Intel: Is The Magic Waning?http://seekingalpha.com/article/960221/comments?source=feed#comment-11030861
11030861Mon, 29 Oct 2012 22:48:19 -0400